Jamison Private Wealth Management’s Macy's M Stock Holding History

Jamison Private Wealth Management’s Portfolio M Stock Details M Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$251K	Buy	10,671 +18	+0.2%	+$377	0.03%	209
2026 Q1	$193K	Buy	10,653 +1,415	+15%	+$28.6K	0.02%	212
2025 Q4	$204K	Sell	9,238 -6,206	-40%	-$127K	0.02%	207
2025 Q3	$277K	Buy	15,444 +25	+0.2%	+$354	0.04%	186
2025 Q2	$180K	Buy	15,419 +22	+0.1%	+$255	0.03%	196
2025 Q1	$193K	Buy	15,397 +1,353	+10%	+$19.6K	0.03%	194
2024 Q4	$238K	Buy	14,044 +18	+0.1%	+$287	0.04%	191
2024 Q3	$220K	Buy	14,026 +1,580	+13%	+$25.7K	0.03%	182
2024 Q2	$239K	Hold	12,446	–	–	0.04%	165
2024 Q1	$249K	Buy	12,446 +1,284	+12%	+$24.8K	0.04%	162
2023 Q4	$225K	Hold	11,162	–	–	0.04%	159
2023 Q3	$130K	Buy	+11,162	New	+$156K	0.03%	182

Other funds holding M

HAI

Hennessy Advisors Inc Novato, California $3.13B AUM 77.26% 1-Year Est. Return

DLA

Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return

AAMU

AEGON Asset Management (UK) Edinburgh, United Kingdom $9.38B AUM 48.94% 1-Year Est. Return

CGH

Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return

YCM

Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

QCM

QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return

Jamison Private Wealth Management's M Position: Q2 2026 in Review

Jamison Private Wealth Management increased its Macy's (M) stake by 0.17% in Q2 2026, buying an estimated $377 and bringing the position to 10,671 shares worth $251K. The position accounts for 0.03% of the portfolio, ranked #209.

Jamison Private Wealth Management first reported a position in M in Q3 2023 and has held it in 12 quarters since. The position peaked at $277K in Q3 2025. 47 funds tracked by Wall St. Rank hold M as of Q2 2026.

Jamison Private Wealth Management held 10,671 shares of Macy's worth $251K as of Q2 2026.
Jamison Private Wealth Management bought 18 Macy's shares in Q2 2026, an estimated $377.
Macy's made up 0.03% of Jamison Private Wealth Management's portfolio in Q2 2026, its #209 holding.
Jamison Private Wealth Management first reported a position in Macy's in Q3 2023 and has held it in 12 quarters since.
Jamison Private Wealth Management's Macy's position peaked at $277K in Q3 2025.
47 funds tracked by Wall St. Rank held Macy's as of Q2 2026.

Based on Jamison Private Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.